Salesforce

How do I map Salesforce record types to HubSpot?

Last updated: April 3, 2018

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Marketing: Pro, Enterprise
Sales: Professional
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If your Salesforce organization uses record types for leads, contacts, accounts, and/or opportunities, you can create a mapping between HubSpot and Salesforce. This is useful if you need to use the record type for segmentation within HubSpot. There are two methods of creating this mapping, and HubSpot will only be able to pass the ID value for these record types.

Steps to map record types (Beginner)

  • In your HubSpot Sales account, click Settings in the main navigation menu, then click Properties in the left sidebar menu.
    • To map lead/contact record type, click the Contact properties tab, then click Create a property at the upper right. 
    • To map account record type, click the Company properties tab, then click Create a property at the upper right.
    • To map opportunity record type, click the Deal properties tab, then click Create a property at the upper right.
  • In the modal that slides in on the right, enter a Label for the custom HubSpot property (e.g. Salesforce record type).
  • Ensure Single-line text is selected in the Field type dropdown.
  • Click Create at the bottom.
Next, map this new property to Salesforce:
  • In your HubSpot account, click your photo or avatar in the top right-hand corner, then click Integrations.
  • Locate the Salesforce integration, then click More View details on the right.
  • Scroll down to the Sync Settings section, then click Manage mappings to the right of ContactsCompanies, or Deals.
  • Click Add new field mapping.
  • In the dialog box that appears:
    • In the What HubSpot property would you like to map? dropdown, select the newly-created custom HubSpot record type property.
    • In the What Salesforce field would you like to map it to? dropdown, select the Salesforce record type ID field.
    • Under When should HubSpot data update the corresponding Salesforce field?, select Use Salesforce value, I only want Salesforce data to update the HubSpot property.
    • Click Save Mapping at the bottom.

After the mapping is created, you'll need to resync any existing HubSpot contacts in order to populate the property with the appropriate Salesforce data. Otherwise, the property only will be updated the next time the record is updated.

Please note: this method will only sync the ID of the record type and not the label.

Steps to map record types (Advanced)

If you have a more advanced understanding of the HubSpot-Salesforce integration, you can also map the given Salesforce record type field to a custom HubSpot dropdown-select field. This process allows a readable label to be applied to the Salesforce ID value.

  • In your HubSpot Sales account, click Settings in the main navigation menu, then click Properties in the left sidebar menu.
    • To map lead/contact record type, click the Contact properties tab, then click Create a property at the upper right. 
    • To map account record type, click the Company properties tab, then click Create a property at the upper right.
    • To map opportunity record type, click the Deal properties tab, then click Create a property at the upper right.
  • In the modal that slides in on the right, enter a Label for the custom HubSpot property (e.g. Salesforce record type).
  • In the Field type dropdown, select Dropdown select.
  • Enter the readable label in the Label field, and enter the ID of the record type in the Internal name field.
  • Click Add an option and repeat this for each record type label and ID pair, then click Create at the bottom.
Next, map this new property to Salesforce:
  • In your HubSpot account, click your photo or avatar in the top right-hand corner, then click Integrations.
  • Locate the Salesforce integration, then click More > View details on the right.
  • Scroll down to the Sync Settings section, then click Manage mappings to the right of ContactsCompanies, or Deals.
  • Click Add new field mapping.
  • In the dialog box that appears:
    • In the What HubSpot property would you like to map? dropdown, select the newly-created custom HubSpot record type property.
    • In the What Salesforce field would you like to map it to? dropdown, select the Salesforce record type ID field.
    • Under When should HubSpot data update the corresponding Salesforce field?, select Use Salesforce value, I only want Salesforce data to update the HubSpot property.
    • Click Save Mapping at the bottom.

After the mapping is created, you'll need to resync any existing HubSpot contacts in order to populate the property with the appropriate Salesforce data. Otherwise, the property only will be updated the next time the record is updated.

Please note: if new record types are added in Salesforce, the custom HubSpot property will need to be manually updated with the new label and ID value pairing.

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